Charge a restocking fee on a refund

If you keep part of a refund back as a restocking fee, that fee is income and usually belongs in its own account in Xero rather than being netted off the refund.

How it Works

We set up a list of words that identify a restocking fee, and the Xero account the fee should post to. When you issue a refund and the refund note contains one of those words, the credit note gets a separate labelled Restocking Fee line for that amount.

The note is what's checked, not the order or the product. If the word isn't in the note, no fee line is added and the refund posts as normal.

How to Request Setup

Email us at help@hyvelabs.co with your shop URL, the words you'd like us to look for (for example restocking or fee), and the Xero account the fees should go to.

Once it's on, just make sure whoever issues refunds puts the agreed word in the refund note.